上市公司半年报出炉 A股全市场近六成公司营收正增长

Group 1 - As of August 31, 2025, a total of 5,432 listed companies in China disclosed their semi-annual reports, showing a continuous optimization of industrial structure and steady strengthening of internal driving forces [1] - In the first half of 2025, the total operating revenue of listed companies reached 35.01 trillion yuan, a year-on-year increase of 0.16%, while net profit was 3 trillion yuan, up 2.54%, with an acceleration of 4.76 percentage points compared to the previous year [1] - Nearly 60% of companies reported positive revenue growth, and over three-quarters achieved profitability, with 2,475 companies showing positive net profit growth and 1,943 companies experiencing both revenue and net profit growth [1] Group 2 - Leading industries are showing significant profitability advantages, with accelerated industry concentration driven by policies and funding, particularly in AI, chips, and optical modules [3] - The growth performance of small and medium-sized enterprises is notable, with the ChiNext, STAR Market, and Beijing Stock Exchange companies showing revenue growth rates of 9.03%, 4.90%, and 6.08% respectively, surpassing the overall market level [3] Group 3 - The Beijing Stock Exchange serves as a primary platform for innovative small and medium-sized enterprises, showing comprehensive recovery growth compared to the same period last year, particularly in high-end equipment manufacturing, new energy, and new materials [5] - The advanced manufacturing sector is leading in performance, with significant recovery in industrial manufacturing, sustained market consumption potential, and stable growth in overseas business [6] Group 4 - Key advanced manufacturing sectors such as military, new energy, and medical devices are showing strong performance, with net profit growth exceeding 30% in the new energy vehicle sector [6] - The cultural consumption sector is also experiencing growth, with gaming and film industries seeing revenue increases and net profit growth rates exceeding 70% [6] Group 5 - Despite facing tariff pressures from the U.S., listed companies demonstrated resilience, achieving overseas revenue of 4.90 trillion yuan, a year-on-year increase of 4.50%, with a continuous rise in overseas revenue share for three consecutive years [8] - The shipbuilding industry is leading globally, with export delivery value increasing by 38.6%, and listed companies in this sector reporting revenue growth of 23.42% and net profit growth of 135.33% [8] - Emerging markets are becoming core growth drivers, with domestic internet giants accelerating overseas warehouse layouts, leading to significant investment growth in cross-border e-commerce exceeding 15% [8]